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Pacer WealthShield ETF
PWS

Overview Fund Activity

17 hedge funds and large institutions have $64.6M invested in Pacer WealthShield ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.35%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
4
Increased
6
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.6M
2
F
2
F3Logic
Minnesota
$20.2M
3
EP
3
Eudaimonia Partners
Tennessee
$3.85M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.68M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$581K

Top Sellers

1
VC
1
Veracity Capital
Georgia
$9.13M
2
WP
2
WealthShield Partners
North Carolina
$4.25M
3
Bank of America
3
Bank of America
North Carolina
$39K
4
UBS Group
4
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
F
1
F3Logic
Minnesota
$20.2M 867,957 +52,541 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.6M 755,409 +58,909 +8%
VC
3
Veracity Capital
Georgia
$9.13M 391,208 -199,308 -34%
SFSG
4
Sound Financial Strategies Group
Mississippi
$5.46M 234,115 +5,057 +2%
WP
5
WealthShield Partners
North Carolina
$4.25M 182,009 -26,372 -13%
EP
6
Eudaimonia Partners
Tennessee
$3.85M 164,915 +50,071 +44%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.68M 71,754 +35,605 +98%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$581K 24,885 +24,885 New
FAIM
9
Financial Advocates Investment Management
Washington
$501K 21,451 – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$500K 21,424 +2,406 +13%
Goldman Sachs
11
Goldman Sachs
New York
$284K 12,163 – –
GWM
12
Geneos Wealth Management
Colorado
$244K 10,387 – –
Truist Financial
13
Truist Financial
North Carolina
$216K 9,250 +9,250 New
Bank of America
14
Bank of America
North Carolina
$39K 1,670 -1,695 -50%
Wells Fargo
15
Wells Fargo
California
$21K 898 +898 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$4K 150 – –
UBS Group
17
UBS Group
Switzerland
– – -661 Closed
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –
IA
19
IFP Advisors
Florida
– – – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$0 1 +1 New